Taylor Morrison

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1776 Massachusetts Ave
Lexington, MA 02420
+1 (617) 850-1933
https://fa.citizensbank.com

Citizens Wealth Management provides a comprehensive, collaborative approach to financial planning, designed to cater to the unique needs of individuals, families, and their legacies. Their dedicated advisory team consists of relationship managers, advisors, and specialists, all focused on aligning financial strategies with clients' evolving life circumstances.

Alongside personalized financial advice, Citizens Wealth Management offers exclusive rewards and benefits tailored to enhance the overall relationship with clients. Committed to understanding clients' goals, they guide individuals through a complex financial journey while ensuring ongoing support and adjustments as life changes occur.

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Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and insurance products. As an affiliate of Citizens Bank NA, they provide tailored financial strategies while emphasizing the importance of individual goals, time horizons, and risk tolerance in investment decisions. The firm operates under the regulatory oversight of FINRA and SIPC, ensuring compliance and protection for their clients. Their services include managed accounts and digital advisory programs, all subject to investment risk, including the potential loss of principal invested. Generated from the website
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Christopher Ethier

Citizens Wealth Management offers tailored financial advisory services designed to navigate individuals through their financial journeys at various life's stages. Supported by a dedicated team of professionals including relationship managers, advisors, and specialists, the firm emphasizes collaborative financial planning that adapts to the evolving needs and goals of its clients and their families. Generated from the website
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Legal and tax services

Michael Leone

Citizens Wealth Management, part of Citizens Bank N.A., offers tailored financial planning services to help clients navigate their financial journeys. With a dedicated advisory team and a focus on creating personalized solutions, they assist individuals and families in aligning their financial goals with their unique life situations. The firm provides exclusive rewards and individualized support through a collaborative and comprehensive approach. Clients benefit from the expertise of CERTIFIED FINANCIAL PLANNER™ professionals and are guided through various financial strategies to adapt as their needs evolve over time. Generated from the website
United States›Massachusetts›Lexington›Taylor Morrison

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